+105.3%
HAL vs A
-12.8%
+118.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +2.9% | -1.9% | +4.9% | +3.5% |
| 30D | +17.0% | +6.9% | +10.1% | +14.9% |
| 3M | -9.7% | +9.2% | -18.9% | -12.0% |
| 6M | +8.6% | +25.7% | -17.1% | +0.7% |
| YTD | +33.0% | +11.5% | +21.5% | +28.1% |
| 1Y | +68.3% | +18.4% | +50.0% | +58.1% |
| 3Y | +0.1% | +26.6% | -26.5% | -10.4% |
| All | +105.3% | -12.8% | +118.1% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling